Anic Equity¶
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Total return since start: 0.586 %¶
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Equity now: -----------------------------> 48450.14 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 44388.54 Kr¶
PnL: ---------------------------------------> -667.46 Kr¶
DD now: ---------------------------------> -8.792 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-07 12:38:09.978891'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.420000 | 1621.620000 | 152.620000 | 10.390000 | 1468.999998 |
| Hexatronic Group | 12 | 7.700000 | 1074.000000 | 107.000000 | 11.070000 | 966.999996 |
| VEF | 909 | 3.770000 | 1899.810000 | 49.810000 | 2.690000 | 1850.000436 |
| Hoist Finance | 35 | 0.860000 | 1022.000000 | 42.000000 | 4.290000 | 980.000000 |
| OX2 | 13 | 0.130000 | 973.050000 | 23.050000 | 2.430000 | 949.999999 |
| INVISIO | 16 | 1.530000 | 3712.000000 | 23.000000 | 0.620000 | 3689.000000 |
| BioGaia B | 8 | 3.250000 | 940.800000 | 10.800000 | 1.160000 | 930.000000 |
| Gränges | 9 | 2.360000 | 937.800000 | 9.800000 | 1.060000 | 927.999999 |
| Clas Ohlson B | 12 | 5.410000 | 982.200000 | 9.200000 | 0.950000 | 972.999996 |
| HEXPOL B | 9 | 1.690000 | 1026.000000 | 5.000000 | 0.490000 | 1020.999996 |
| Sagax B | 4 | 0.190000 | 857.200000 | 3.200000 | 0.370000 | 854.000000 |
| Atrium Ljungberg B | 5 | -2.850000 | 937.500000 | 2.500000 | 0.270000 | 935.000000 |
| JM | 6 | -0.890000 | 864.600000 | 0.600000 | 0.070000 | 864.000000 |
| Sagax A | 4 | 0.000000 | 852.000000 | -2.000000 | -0.230000 | 854.000000 |
| Catena | 2 | -1.660000 | 784.000000 | -8.000000 | -1.010000 | 792.000000 |
| Bilia A | 8 | 1.280000 | 889.600000 | -10.400000 | -1.160000 | 900.000000 |
| AcadeMedia | 8 | -2.480000 | 390.080000 | -11.920000 | -2.970000 | 402.000000 |
| Byggmax Group | 33 | 2.370000 | 942.480000 | -13.520000 | -1.410000 | 956.000001 |
| Biotage | 7 | -0.980000 | 920.500000 | -20.500000 | -2.180000 | 940.999997 |
| SKF B | 5 | 2.080000 | 919.000000 | -21.000000 | -2.230000 | 940.000000 |
| Addnode Group B | 11 | 1.880000 | 895.400000 | -25.600000 | -2.780000 | 921.000003 |
| ASSA ABLOY B | 3 | -0.080000 | 752.400000 | -26.600000 | -3.410000 | 779.000001 |
| Creaspac SPAC | 39 | 0.110000 | 3689.400000 | -28.600000 | -0.770000 | 3717.999987 |
| EQT | 4 | 0.860000 | 800.000000 | -32.000000 | -3.850000 | 832.000000 |
| Alimak Group | 11 | 0.870000 | 891.000000 | -37.000000 | -3.990000 | 927.999996 |
| Latour B | 4 | 1.390000 | 817.200000 | -39.800000 | -4.640000 | 857.000000 |
| Nordic Waterproofing Holding | 7 | -0.900000 | 925.400000 | -41.600000 | -4.300000 | 966.999999 |
| Vitec Software Group B | 2 | 1.970000 | 1037.000000 | -50.000000 | -4.600000 | 1087.000000 |
| Bufab | 3 | 2.320000 | 1059.000000 | -50.000000 | -4.510000 | 1109.000001 |
| Platzer Fastigheter Holding B | 12 | -0.130000 | 907.200000 | -53.800000 | -5.600000 | 960.999996 |
| Indutrade | 5 | 0.690000 | 1161.000000 | -57.000000 | -4.680000 | 1218.000000 |
| Orrön Energy | 180 | 0.650000 | 1964.700000 | -78.300000 | -3.830000 | 2043.000000 |
| Sedana Medical | 93 | 0.310000 | 2403.120000 | -117.880000 | -4.680000 | 2521.000011 |
| BHG Group | 97 | -0.600000 | 1284.280000 | -174.720000 | -11.980000 | 1458.999989 |
| Hexagon B | 26 | 0.160000 | 3255.200000 | -205.800000 | -5.950000 | 3461.000010 |
| TOTAL | 44388.540000 | -667.460000 | -8.79175% | 45056.000411 |
Updated:¶
'2023-07-07 12:38:28.289100'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
